Skip to content
Disclosery

Merit Financial Group, LLC: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merit Financial Group, LLC on CSX, newest first. How the timeline and the estimate are built.

Merit Financial Group, LLC held 100,737 CSX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 100,737 shares
    Change vs previous 13F +2,926 shares

    0.03% of the 13F portfolio, value $4,788,024.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 97,811 shares
    Change vs previous 13F +18,311 shares

    0.03% of the 13F portfolio, value $4,015,141.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,500 shares
    Change vs previous 13F +14,227 shares

    0.02% of the 13F portfolio, value $2,881,903.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 65,273 shares
    Change vs previous 13F +1,033 shares

    0.02% of the 13F portfolio, value $2,317,837.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,240 shares
    Change vs previous 13F +32,149 shares

    0.02% of the 13F portfolio, value $2,096,138.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,091 shares
    Change vs previous 13F +6,427 shares

    0.01% of the 13F portfolio, value $944,444.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,664 shares
    Change vs previous 13F +8,412 shares

    0.01% of the 13F portfolio, value $828,190.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,252 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $595,709.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).